MCP connector

Stop clicking into every ticket. Ask your AI.

Connect Claude, ChatGPT, Gemini, Copilot or any AI tool that supports MCP to TopLeft. It reads your projects, tickets, tasks and notes, and creates or updates them when you ask. It sees only what you can see.

Book a Discovery Call See what it does

Works the same on ConnectWise, Autotask and HaloPSA.

Your AI toolTopLeft

Nicole's out for two weeks. What was she working on, and what do I need to follow up on?

TLRead the Helpdesk board, Nicole Pinder's tickets50 tickets

TLRead 5 tickets in fulldone

Nicole has 50 open tickets on the Helpdesk board, 12 of them in progress. These need someone this week.

Emergencies only she is on

S3029Gateway Offline, Key Pool. The ping monitor shows 100% packet loss.
S2535Internet has failed, Future Message. Scheduled, nobody else assigned.
S1482Modem failure, BenePartum Law Groups. Not responded to yet.

Due soon or over budget

S1354Wifi memory error, Help-U-Sell Realty. Waiting, due in 3 days.
S1436Roll back the fibre, Yellow Systems. 6.2h logged against a 2h budget.

Want me to hand the three emergencies to James Savino and add a handover note on each?

Mockup on TopLeft's ConnectWise demo data.

Works with

ConnectWise Datto Autotask HaloPSA

and

ClaudeChatGPTGeminiCopilotn8n

TopLeft is a visual project management layer for MSPs (managed service providers) that runs on top of ConnectWise, Autotask and HaloPSA. The MCP connector is a data connector for the AI tools your team already uses. Your AI reads from it when you ask. TopLeft does not send your data to any AI provider.

The problem

Twenty clicks to find out what's going on.

A client asks for a status. You open the project, then the work plan, then each ticket, then the notes. Or you export to Excel, sort it, and type the changes back into the PSA.

One ticket at a time

The status lives inside each ticket. Answering "where are we with this client?" means opening all of them.

Who is on what

The PSA can't show what everyone is working on right now. Someone has to ask, and the answer is out of date by lunch.

Tickets pasted into ChatGPT

Your team already copies tickets into an AI tool. The copy is stale after the next update, and nobody tracks what was pasted.

In their words

“

20 clicks to go find what's going on.

Service Manager, ConnectWise MSP

“

There's times where we wonder, what are they working on today?

Service Manager, ConnectWise MSP

“

We've dabbled with exporting information from CW into Claude. It can grow legs fast.

Project Manager, ConnectWise MSP

Is there anything on the roadmap for exposing the TopLeft boards for MCP, so I can use it with my own AI?

TopLeft customer, at our Customer Advisory Board

What it does

Ask in plain English. Changes land in the PSA.

It works through your TopLeft boards and views, on live data. Anything it creates or changes goes back to the PSA the same way an edit on the board does.

Questions

What was Dave working on, and what do I need to follow up on while he's out?
Tell me about Northwind. What are we working on for them, and what should I look into?
Which tickets on the service board haven't been touched in 14 days?
Summarize the notes on the firewall project since Monday.

Jobs

Triage the new tickets on the service board. Set the type, subtype and item.
Rewrite the subjects on today's new tickets so they say what's wrong.
Split 4521 into a separate ticket for each site.
Create a project for the Northwind firewall refresh, with a task for each site.
Book a follow-up activity with Northwind for next Tuesday.
Move 4521 to Waiting on Client and log 30 minutes for this morning's call.

Your AI toolTopLeft

Triage the emergencies on the Helpdesk board that have no subtype or item. Fix the subjects too.

TLRead the Helpdesk board, Emergency priority3 to triage

TLUpdated 3 ticketssaved

Done. Three tickets updated in ConnectWise.

Ticket	Subject	Type / Subtype / Item
S1482	Modem down at main sitemodem failure	Reactive / Network / Modem
S3029	Gateway offline, 100% packet lossGateway Offline	Reactive / Network / Gateway
S1446	Fibre circuit downfibre failure	Reactive / Internet / Fibre

S1482 was typed Proactive. I changed it to Reactive because the modem has failed.

BoardHelpdesk

Backlog7

Modem down at main site

Ticket 1482 Emergency

BenePartum Law Groups

Scott Schmoranz

ReactiveNetworkModem

TV project management

Ticket 648

Green Vision, Co.

Bill Mott

Ready20

Gateway offline, 100% packet loss

Ticket 3029 Emergency

Key Pool, Co.

Denise Calore

ReactiveNetworkGateway

Fibre circuit down

Ticket 1446 Emergency

BlueWeb, Company

Erick Cowell

ReactiveInternetFibre

Mockup on TopLeft's ConnectWise demo data. Subtype and item values are examples.

What it can do

Read boards and viewsColumns, groups, filters and sort order, the same as on screen.

Read every recordProjects, tickets, tasks and activities, with every field, the notes and the time entries.

CreateProjects, tickets, tasks and activities, straight into the PSA.

Edit and triageSubjects, type, subtype, item, and any other field the record editor lets you change.

Move cardsBetween columns and groups, the same as dragging one.

Add notes and log timeWritten to the ticket or task in your PSA.

It sees only what you can see in TopLeft, and your PSA's own rules apply to every change. TopLeft never sends data to an AI provider. Your own AI tool fetches it, so your AI policies decide where it goes.

Beyond the board

One request across every tool your AI can reach.

TopLeft is one MCP connector among hundreds. Microsoft 365, Slack, HubSpot, Zoom, Notion and Jira have their own. Connect them side by side and a single request can use all of them.

Across your tools

Post today's open emergencies to the #service channel in Slack.
Create the onboarding project for every HubSpot deal that closed this week.
Add the action items from yesterday's Zoom call to Key Pool's ticket as a note.

Files from live data

Build Key Pool's QBR deck from their open tickets.
Put hours logged per client this month in a spreadsheet, with a chart.
Write a handover document for Nicole's open tickets.

Claude, ChatGPT and Copilot already write Word documents, Excel sheets, PowerPoint decks and charts. With TopLeft connected, they write them from what is in your PSA today.

Your AI toolTopLeft

Build a QBR deck for Key Pool from their open tickets. Five slides.

TLRead the Helpdesk board, Key Pool's tickets24 tickets

TLRead 5 tickets in fulldone

Key Pool QBR.pptxPowerPoint, 5 slides

Denise Calore is the contact on all 24. The two emergencies and the two past-due tickets are on slides 2 and 3. Slide 5 is blank for you to fill in.

Mockup on TopLeft's ConnectWise demo data.

See it on a demo board.

On the discovery call we connect an AI tool to our demo environment and ask it questions live.

Book a Discovery Call

Setup

Connected in three steps.

An admin turns it on.

Under Settings, AI, MCP. Choose who can connect and what each person may change.

Add TopLeft as a connector.

In Claude, ChatGPT or another AI tool, add a custom connector with the address TopLeft shows you. It sends you to TopLeft to sign in and approve what it may do. Tools without a sign-in step use a personal key, which you can revoke.

Ask.

Start with a client or a tech: what's open, what's stuck, what changed this week.

Your AI toolClaude, ChatGPT, Gemini, Copilot, n8n or any MCP client. Runs under your account and your AI policies.

TopLeft

Answers only when your AI asks
Sees only what you can see
Applies your PSA's rules to every change

Your PSAConnectWise, Autotask or HaloPSA. Changes are written here, the same as from the board.

Your AI and your board

Ask the AI. Plan on the board.

Ask the AI when

a client wants a status and you don't want to open ten tickets
a tech is out and you need to know what they had open
you're on a call and want the note or the time entry in now
new tickets need a subject that makes sense and a type, subtype and item

Open the board when

you're planning the week and moving work around
you need to see everyone's workload side by side
you're running the morning huddle

Claude's fine for, tell me the status of this project as a third party, but if you're actually managing the project, you want something you can click and drag and edit.

Service Manager, HaloPSA MSP

MSPs running TopLeft

Common questions

What MSPs ask before they connect it

Does TopLeft send our data to an AI provider?

No. The connector is a data connector. Your own AI tool reads from it when you ask, under your account, so your data and AI policies apply. It can only read records you could open in TopLeft yourself.

Can it create tickets and projects?

Yes. It creates projects, tickets, tasks and activities in your PSA, and edits, moves, adds notes and logs time on existing ones.

Can I keep it read-only?

Yes. Your admin decides who can connect and whether their AI can make changes.

Which AI tools work with it?

Claude, ChatGPT, Gemini, Copilot, n8n, and any other tool that supports MCP connectors.

Which PSAs does it work with?

ConnectWise, Datto Autotask and HaloPSA. Changes are written back to the PSA, the same as an edit on the board.

Does it replace the board?

No. The board is where you plan and move work. The AI is quicker for questions, triage and cleanup.

Book a discovery call.

We look at how your team gets answers out of the PSA today and show the connector on our demo environment. There is a money-back guarantee if you sign up and it does not work out.

Book a Discovery Call See pricing

Book a Discovery Call